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Caldwell Trust

Recent Posts

Market Preview Week of 1/29/18 - Investor Sentiment 

Jan 30, 2018
Earnings reports continue to roll in Earnings growth over next 18-24 months long strong Equity market valuations not extreme ...
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Understanding the Difference Between a Legal Will and an Estate Plan

Jan 25, 2018
We often get questions about legal wills and estate plans. We hope to help clarify the difference between a legal will and an ...
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Market Preview Week of 1/22/18 - Investor Sentiment 

Jan 24, 2018
Q4 earnings season gets into full swing Domestic equity rally continues Domestic bond yields continue to rise Government shutdown ...
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Market Preview Week of 1/8/18 - Investor Sentiment

Jan 8, 2018
Good equity markets get even better Will meaningful inflation reappear? Q4 earnings season commences To say the year has started ...
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6 Ways To Mine Tax Breaks Year Round

Dec 28, 2017
When it comes to tax preparation you want to find and use all the appropriate avenues that help you pay out less and keep more of ...
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Market Preview Week of 12/18/17 - Investor Sentiment

Dec 18, 2017
Equities up on the week; bonds yields drop slightly The Fed hikes short term rates Tax reform legislation close to being enacted ...
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Market Preview Week of 12/11/17 - Investor Sentiment

Dec 11, 2017
Major equity indices mixed once again Rotation toward value stocks continues Global capital markets performance excellent ...
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What Happens To Your Digital Legacy When You Go?

Dec 7, 2017
When developing an estate plan, there are so many elements to worry about that many people end of forgetting a whole category of ...
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Market Preview Week of 12/04/17 - Investor Sentiment

Dec 4, 2017
Major equity indices mixed Volatility picks up late week on news out of D.C. Rotation out of growth stocks into value stocks ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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